Skip to content
  • T: 240.396.6600
  • F: 240.396.6533
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • J. Christopher Brown Jr.
    • Laura P. Markoff
    • Heather McGolerick
    • Why Work With a CFP
    • What Makes Us Different
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Pre-Retirees
    • Retirees
    • Sudden Wealth
  • Our Difference
    • Our Difference
    • Our Approach
    • Financial Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Commentary and Insights
    • Client Access Videos
    • Disclosures
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Meritis Wealth Management, Inc.
    12435 Park Potomac Avenue, Suite 440 Potomac, MD 20854 T: 240.396.6600 F: 240.396.6533
    Map and Directions Map and Directions
Meritis Wealth Management, Inc. LogoMeritis Wealth Management, Inc. Logo
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Markets & Investing
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Economy
    • Fixed Income
    • Investment Strategy
  • Media
    • Article
    • Commentary
    • Webinar
Rule change affects high earners making catch-up contributions
Workers who exceed a certain wage threshold must make retirement plan catch-up contributions to an after-tax Roth account.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Read
Watch Webinar
Webinar replay: State of Play: Discipline Over Emotion
4/13/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Reading the yield curve
4/13/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Inflation rears its ugly face, again
4/10/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Inflation rears its ugly face, again
4/10/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
Read
Differentiating between fundamentals and investor sentiment
4/9/2026
Raymond James Senior Investment Strategist Pavel Molchanov explores why sentiment often diverges from fundamentals
Markets & Investing
How cyber savvy are you?
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
Technology & Innovation
Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
What drives gas price volatility and how it impacts US households
4/7/2026
Geopolitical tensions and disruptions to global energy supply often lead to higher gas prices at the pump. 
Markets & Investing
Always here for you
Meritis Wealth Management, Inc. LogoMeritis Wealth Management, Inc. Logo
  • 12435 Park Potomac Avenue, Suite 440 Potomac, MD 20854
  • T 240.396.6600
  • F 240.396.6533
  • Map & Directions
  • Map & Directions

Meritis Wealth Management, Inc. ("Meritis Wealth") is a Registered Investment Advisor ("RIA"), located in the State of Maryland. Meritis Wealth provides investment advisory and related services for clients nationally. Meritis Wealth will maintain all applicable registration and licenses as required by the various states in which Meritis Wealth conducts business, as applicable. Meritis Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

CRS Form // ADV 1 // ADV 2A